DocsConnect your dataBuilt-in data sources

Built-in Data Sources

Create a native operational data source when the business has no external SaaS—or when a small, focused workflow is faster to run directly inside DMtoLead.

DMtoLead product view
Current UI
No external software required
Built-in Data Sources

Create a native operational data source when the business has no external SaaS—or when a small, focused workflow is faster to run directly inside DMtoLead.

01
Product Catalog
Products, prices, stock and orders
02
Appointment Scheduler
Services, hours and appointments
03
Restaurant Booking
Tables, capacity and reservations
04
Event Ticketing
Events, tickets and sales
05
Reward Codes
Single-use campaign rewards
06
Basic Inventory
Stock updates and low-stock checks

Code-rendered product view based on the current DMtoLead interface. Example data only.

This is the hardware-founder move
The built-in sources are not demo spreadsheets. They expose typed records and actions the assistant can use: book, update, cancel, search, reserve, sell or adjust stock.

Available source types

01

Commerce and inventory

Use Product Catalog or Basic Inventory for products, price, stock, orders and low-stock checks without Shopify or Ikas.

02

Bookings and appointments

Use Restaurant Booking, Appointment Scheduler or Service Booking with operating hours, capacity, duration and cancellation actions.

03

Campaigns and events

Use Event Ticketing for capacity and reservations, or Reward Codes for controlled single-use incentives and gated delivery.

Create a native source

  1. 1

    Choose the operating model

    Open Training → Knowledge → Add source and select the source type that matches the real constraint: stock, seats, time slots, services, tickets or codes.

  2. 2

    Configure the business rules

    Set hours, durations, capacity, currency, code rules or other source-specific fields. These fields become the boundaries for AI actions.

  3. 3

    Add or import records

    Create records manually or use the supported import path for larger product catalogs. Review required fields before attaching the source.

  4. 4

    Attach, test and monitor

    Enable the source on the relevant assistant. Test lookup plus a write action, then monitor records and source health during rollout.

Example: a salon without booking software

Create a Service Booking source with services, working hours, duration and price. The assistant can list services and book, update or cancel supported appointments.

Show the available haircut services and book the earliest 45-minute slot on Saturday.

Choose native when it wins

  • Prefer the external system when it is already the operational source of truth.
  • Use separate sources when two locations have different hours, stock or capacity.
  • The PLC source extends the same pattern into physical operations: live sensor context and controlled actions.

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